Erpnext Price Estimation

bench get-app https://github.com/frappe/erpnext_price_estimation

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ERPNext Price Estimation

🚀 Introduction

This tool helps ERPNext implementors create a standardised quote. This tool will help a sales / estimation consultant to ask the right question to scope a standard / vanilla implementation. This tool will help you estimate the number of hours. You can choose your own rates.

✨ Key Features

1. Pre-built module masters - list of all tasks associated with implementing a module
2. Estimation - estimate for a particular customer
3. Print Format - to present to the customer

🛠 Installation

Using bench, install ERPNext as mentioned here.

Once ERPNext is installed, add PRM app to your bench by running

$ bench get-app erpnext_price_estimation https://github.com/frappe/erpnext_price_estimation.git

📘 User Guide

https://github.com/frappe/erpnextpriceestimation/assets/27720465/10d308af-af89-4152-ac37-aaf3344445f3

1. Estimation

Go to the "ERPNext Price Estimation" module, or create via awesomebar.

1. Start a new estimate

2. Select the modules

Once you select the module, the estimate will be auto-updated. Edit as required.

3. Set your hourly rate

4. Add the Frappe Cloud details

5. Add the AMC details

6. Review and Save

2. Generating Print Formats

Go to the "Print Formats" section. Select "ERPNext Price Estimation"

Customize the print format if needed and generate the document.

3. Changing the masters

New modules,Estimation Process, Estimation Document can be added and modified as required.

Modules:

Estimation Process:

Estimation Document: Estimation Document corresponding to the Estimation Document can be added /modified.

Note: Estimation Process Needs to be added for the Setup, Customization Module as per the requirement.

🤝 Contributing

Please raise a pull request to add enhancements!

📜 License

MIT See license.txt for more information.